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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
476
Beacon Pointe Advisors
California
$919K +$116K +1,200 +15%
OC
477
Oppenheimer & Co
New York
$917K -$16.3K -169 -2%
GT
478
Greenleaf Trust
Michigan
$915K +$80.4K +835 +10%
FFA
479
Founders Financial Alliance
North Carolina
$913K +$2.5K +26 +0.3%
APC
480
Aspire Private Capital
North Carolina
$903K +$48.8K +507 +6%
FFO
481
Fiduciary Family Office
Florida
$885K +$71.9K +746 +9%
MCM
482
MAI Capital Management
Ohio
$883K -$18.3K -190 -2%
HA
483
Herold Advisors
New York
$882K -$10.4K -108 -1%
MA
484
Montag & Associates
Georgia
$880K -$124K -1,290 -13%
CRI
485
Colonial River Investments
Virginia
$871K -$14.3K -148 -2%
SAM
486
Shell Asset Management
Netherlands
$871K -$2.78M -28,870 -77%
AAP
487
Arax Advisory Partners
Colorado
$865K +$681K +7,067 +499%
BCI
488
Brinker Capital Investments
Pennsylvania
$860K +$45.6K +473 +6%
FFWM
489
Future Financial Wealth Management
Ohio
$856K -$2.02K -21 -0.2%
EF
490
Empowered Funds
Pennsylvania
$851K +$140K +1,457 +21%
WS
491
Wedbush Securities
California
$842K +$7.13K +74 +0.9%
BI
492
Bramshill Investments
Florida
$840K -$865K -8,976 -52%
CPCM
493
Cardinal Point Capital Management
Ontario, Canada
$838K – – –
RSF
494
Rik Saylor Financial
Ohio
$838K -$1.83K -19 -0.2%
AIFAIM
495
American Institute for Advanced Investment Management
Arizona
$822K -$114K -1,180 -13%
RCM
496
RNC Capital Management
California
$816K – – –
MSA
497
MUFG Securities Americas
New York
$812K +$137K +1,425 +22%
B
498
Bailard
California
$810K +$674 +7 +0.1%
FHA
499
Flagship Harbor Advisors
Massachusetts
$810K -$33.1K -344 -4%
EFS
500
Essex Financial Services
Connecticut
$800K -$1.45K -15 -0.2%
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